Kelly Passanante
LOUISVILLE,KY
Summary
Detail-oriented insurance professional with a strong background in risk analysis and client relationship management. Excels in ensuring policy compliance and fostering customer loyalty, resulting in repeat business and referrals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
State Farm
LOUISVILLE, KY
08.2020 - 07.2025
- Assisted clients in selecting appropriate insurance policies for their needs.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Conducted regular follow-ups to ensure customer satisfaction and retention.
- Utilized company software to manage client information and track interactions.
- Achieved repeat business and referrals through personalized services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Processed payments received from clients promptly according to established procedures.
- Assessed customer risk levels and recommended appropriate coverage options.
- Collaborated with team members to streamline office procedures and workflows.
Receiving Lead
Bed Bath & Beyond
Charlotte, NC
05.2014 - 07.2020
- Led receiving operations to ensure timely processing of incoming merchandise.
- Oversaw inventory management to maintain accurate stock levels and organization.
- Trained new team members on safety protocols and efficient receiving practices.
- Implemented improved workflows for sorting and stocking received items.
- Maintained clean and organized receiving spaces to support overall store operations.
Education
Bachelor of Arts - Communications
University of Kentucky
Lexington, KY05-2016
Skills
- Client needs assessment
- Policy compliance
- Client relationship management
- Risk analysis
- Customer retention
- New client acquisition
Certification
- Licensed to sell casualty, property, life, and health insurance
- Notary public in the state of Kentucky
Timeline
Insurance Agent
State Farm
08.2020 - 07.2025
Receiving Lead
Bed Bath & Beyond
05.2014 - 07.2020
Bachelor of Arts - Communications
University of Kentucky